Over TaxDome

TaxDome is an all-in-one practice management platform for CPAs, EAs, bookkeepers, and accounting firms. TaxDome allows firms of all sizes to streamline their practice by using one platform for both internal practice management (workflow, CRM, reporting) and client-facing tools (documents, signatures, invoicing, messages). Every client, every email, every job, every invoice: all in one shared place for your team.

5 reasons to utilize TaxDome:
Cut down expenses. Stop paying for 5+ different tools and replace them with one app to do it all — TaxDome. Pay $25 or $50 per month instead of hundreds or even thousands of dollars.
Eliminate excess tools. Firms waste as much as 32 days a year navigating between apps — that’s an hour of productivity lost every single day! Not only is there a loss of focus, but there are extreme inefficiencies by failing to have data centralized in one place. By utilizing TaxDome, you are able to keep all communication (internal and external) in one organized workspace, increasing productivity and drastically cutting down on the amount of time it takes to onboard new hires.
Improve customer experience. As people become more accustomed to using online tools across ecommerce, banking, and social media, they have come to expect the same ease of use from all firms they interact with. The majority of tax and accounting firms are SMBs and do not have the same IT resources as tech behemoths. TaxDome helps you avoid losing clients by providing clients with a user-friendly client portal.
Automate client communication and prevent churn. One of the main reasons for client churn is a lack of communication from the firm. You’re struggling to get things done on time, but without proper communication your clients are in the unknown about processes going on behind the scenes. TaxDome helps you automate this part of work with the help of workflow automations. Each step of the way, your clients are informed about your actions without you lifting a finger!
Reduce admin work. All work that tax, accounting, and bookkeeping professionals do is repeated on a regular basis. With TaxDome, you have a bird’s eye view on your team’s and projects’ progress, can delegate tasks easier, and do a lot of repeatable work automatically. Reduce time spent on admin work and focus on the billable work you do for clients.

Prijzen vanaf:

€ 50,00/maand

  • Gratis versie
  • Gratis proef
  • Abonnement

Top 5 alternatieven voor TaxDome

Voornaamste voordelen van TaxDome

5 reasons to utilize TaxDome:
Cut down expenses. Stop paying for 5+ different tools and replace them with one app to do it all — TaxDome. Pay $25 or $50 per month instead of hundreds or even thousands of dollars.
Eliminate excess tools. Firms waste as much as 32 days a year navigating between apps — that’s an hour of productivity lost every single day! Not only is there a loss of focus, but there are extreme inefficiencies by failing to have data centralized in one place. By utilizing TaxDome, you are able to keep all communication (internal and external) in one organized workspace, increasing productivity and drastically cutting down on the amount of time it takes to onboard new hires.
Improve customer experience. As people become more accustomed to using online tools across ecommerce, banking, and social media, they have come to expect the same ease of use from all firms they interact with. The majority of tax and accounting firms are SMBs and do not have the same IT resources as tech behemoths. TaxDome helps you avoid losing clients by providing clients with a user-friendly client portal.
Automate client communication and prevent churn. One of the main reasons for client churn is a lack of communication from the firm. You’re struggling to get things done on time, but without proper communication your clients are in the unknown about processes going on behind the scenes. TaxDome helps you automate this part of work with the help of workflow automations. Each step of the way, your clients are informed about your actions without you lifting a finger!
Reduce admin work. All work that tax, accounting, and bookkeeping professionals do is repeated on a regular basis. With TaxDome, you have a bird’s eye view on your team’s and projects’ progress, can delegate tasks easier, and do a lot of repeatable work automatically. Reduce time spent on admin work and focus on the billable work you do for clients.

Klanten

  • Freelancers
  • Kleine bedrijven (2-50)
  • Middelgrote bedrijven (51-500)
  • Grote ondernemingen (500 en meer)

Implementatie

  • Cloudgebaseerd
  • On-premise

Markten

Oostenrijk, Australië, België, Brazilië, Canada , Duitsland, Spanje, Frankrijk, Verenigd Koninkrijk, Italië, Nederland, Portugal, Verenigde Staten

Ondersteunde talen

Deens, Duits, Engels, Fins, Frans , Italiaans, Nederlands, Portugees (Brazilië), Spaans, Zweeds

Prijzen vanaf:

€ 50,00/maand

  • Gratis versie
  • Gratis proef
  • Abonnement

Top 5 alternatieven voor TaxDome

Afbeeldingen

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Functies

Totaal aantal functies van TaxDome: 65

  • Aanpasbare branding
  • Aanpasbare rapporten
  • Aanpasbare sjablonen
  • Activiteiten volgen
  • Activiteitendashboard
  • Administratie
  • Afsprakenbeheer
  • Auditbeheer
  • Audittrail
  • Belastingbeheer
  • Belastingberekening
  • Beveiligde gegevensopslag
  • Bijhouden van vervaldatums
  • Btw-beheer
  • Communicatiebeheer
  • Compliancebeheer
  • Configureerbare workflow
  • Controle van goedkeuringsbeheer
  • Crediteuren
  • Debiteuren
  • Documentbeheer
  • Documenten opslaan
  • Documentsjablonen
  • E-mailbeheer
  • Elektronische betalingen
  • Email Reminders
  • Factureren
  • Factuurbeheer
  • Factuurverwerking
  • For Tax Practices
  • Gegevens importeren en exporteren
  • Goedkeuringswerkstroom
  • Herinneringen
  • Integraties van derden
  • Kasstroombeheer
  • Klantenbeheer
  • Klantenportal
  • Meerdere valuta's
  • Messaging
  • Mobiele toegang
  • Naleving van fiscale wetgeving
  • Online betalingen
  • Payrollbeheer
  • Personeelsbeheer
  • Personeelsbeheer
  • Projectbeheer
  • Projecttijd bijhouden
  • QuickBooks-integratie
  • Rapportage en analyse
  • Rapportage en statistieken
  • Realtime updates
  • Roosterbeheer
  • Status bijhouden
  • Taakbeheer
  • Tijd bijhouden
  • Timer
  • Toegangsopties/machtigingen
  • Verwerking van ACH-betalingen
  • Verwerking van creditcards
  • Voor accountancybedrijven
  • Voor accountants
  • Voortgang bijhouden
  • Waarschuwingen/Meldingen
  • Workflowbeheer
  • Zoeken/filteren

Alternatieven

Karbon

4,7
#1 alternatief voor TaxDome
Karbon is een collaboratief werkmanagementplatform voor accountantskantoren en professionele dienstverlenende bedrijven.

Canopy

4,5
#2 alternatief voor TaxDome
Canopy helpt accountants en belastingdeskundigen om klantinformatie en -documenten te verzamelen, scenario's voor...

Jetpack Workflow

4,8
#3 alternatief voor TaxDome
Jetpack Workflow is een oplossing voor praktijk-, klant- en workflowbeheer voor accountants met tools voor taakbeheer,...

SmartVault

4,4
#4 alternatief voor TaxDome
SmartVault helps businesses store documents and collaborate with internal and external stakeholders via a unified...

Reviews

Totaalscore

4,7 /5
(2.319)
Prijs-kwaliteitverhouding
4,7/5
Functies
4,6/5
Gebruiksgemak
4,5/5
Klantenondersteuning
4,7/5

Heb je TaxDome al?

Softwarekopers hebben je hulp nodig! Productreviews helpen anderen om goede beslissingen te nemen.

Schrijf een review!
5 van 2.319 reviews worden weergegeven
Jennifer
Totaalscore
  • Sector: Administratie
  • Bedrijfsgrootte: Zelfstandig ondernemer
  • Dagelijks Gratis proef lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Gebruiksgemak
  • Waarschijnlijkheid van aanbeveling 10.0 /10

Worth the learning curve

Beoordeeld op 29-3-2022

TaxDome is worth the learning curve. It is going to be very powerful in my business. Even if I...

TaxDome is worth the learning curve. It is going to be very powerful in my business. Even if I don't use every feature they offer, the ones I'm already using have already made the switch worth it.

Pluspunten

Having a very secure signature feature was the biggest thing. I also like the chat function that includes giving the clients tasks and a to-do list.

Minpunten

There is absolutely a learning curve. I have not done the white glove onboarding yet, so they may help with that, but I am a tech savvy person who loves to learn new software, and I have not found the layout intuitive.

I also wish there was a way to do more scheduled sends/uploads. But my clients will just learn that I sometimes work very odd hours (even if I won't respond to their emails at those times)

Overwogen alternatieven

Dubsado

Redenen om voor TaxDome te kiezen

Dubsado does not have a secure signature feature and no audit trail. I am not convinced that a contract signed there would hold up in a court if something went wrong.

Overgestapt van

Dubsado

Redenen om over te stappen op TaxDome

I wanted to have a secure way to receive signatures and the other products I looked at did not have secure signatures

Antwoord van TaxDome

Thank you, Jennifer, your feedback is valuable to us.

Our suggestion is to definitely book onboarding sessions with our specialists as they could certainly help speed up the learning process.

Our support is completely free and unlimited, and you can book a training session whenever you want simply by clicking on the question mark icon in the top right corner of your portal.

Austin
Totaalscore
  • Sector: Administratie
  • Bedrijfsgrootte: Zelfstandig ondernemer
  • Dagelijks Gratis proef lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 10.0 /10

Great features, great price

Beoordeeld op 6-8-2022

The interface is a little confusing for me, but I think that will not be the case when I have...

The interface is a little confusing for me, but I think that will not be the case when I have everything up and running the way I want.

I also think if you get permissions set up right for your staff, their interface would be simpler

Pluspunten

Before I got licensed, I was using Canopy. When I rebranded my business, I decided to rebuild my tech stack from the ground up.

TaxDome comes in at about 1/3 of the price of Canopy for me (I didn't even have all their features), and it has more functionality. The workflow interface is a Kanban-style board that lets you visualize where products are, and I find it much easier to review that Canopy, where they are just all lumped together as "tasks".

Minpunten

TaxDome takes a LONG time to get setup . . . but that's because there are so many great features, and it is to your advantage to use them all together. Be prepared to invest significant time crafting your templates, building your organizers, and planning your workflows ("pipelines" in TaxDome).

However, if you do take the time to set these up (there is an online course that walks you through it, and they offer a video-conference onboarding session) I think you'll be thrilled with the results.

Antwoord van TaxDome

Thank you, Austin, your feedback is valuable to us. Feel free to reach out to us through chat, email or book a screen share session by clicking the ''Blue Help Icon (?) > 1:1 Training'' on the upper right corner of your TaxDome Portal. Support is free and unlimited.

Jeremiah
Totaalscore
  • Sector: Administratie
  • Bedrijfsgrootte: Zelfstandig ondernemer
  • Wekelijks 1-5 maanden lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 5.0 /10

New User-initial thoughts

Beoordeeld op 9-9-2022

I am just getting used to the software, but it seems to be a good system

I am just getting used to the software, but it seems to be a good system

Pluspunten

The software is all-inclusive for a CPA practice.

Minpunten

The system is complex with all of its features, so understanding what the information means to a new user is difficult. They have a lot of videos to help, but nothing really beats person-to-person.

Antwoord van TaxDome

Thank you, Jeremiah. Your feedback is valuable to us.

You already mentioned that TaxDome is a complex all-in-one software. We have hundreds of features, and it may take some time to learn about all of them, but we give our best to help our subscribers, and make the learning process as easy and fast as possible.
We have free and unlimited support, and highly recommend scheduling at least one session so that our representatives can walk you through, and assist with the setup. We also have a lot of learning resources like help articles, our TaxDome Youtube channel, TaxDome Academy, our FB Community, and more.

If there is anything that we can do for you, please let us know. We will be happy to assist.

Have a great day.

Miata
Totaalscore
  • Sector: Administratie
  • Bedrijfsgrootte: Zelfstandig ondernemer
  • Dagelijks Gratis proef lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 10.0 /10

Best Practice Management for Accountants

Beoordeeld op 27-5-2022

Pluspunten

The in-app document management, file storage, and client portal features make client collaboration simple.

Minpunten

I'd like to be able to start a new timer from the task itself or the app header menu. Syncing stripe invoices and subscriptions with contacts based on their email address. Adding an email address to an account record.

Overwogen alternatieven

Liscio

Redenen om voor TaxDome te kiezen

We needed a solution that provided a client portal, had excellent project and task management for internal users, and allowed us to add custom fields for contact and account records unique to our business.

Redenen om over te stappen op TaxDome

We have tested a few other platforms but each lacked a key feature we were seeking. We also were not interested in running two platforms at the same time.

Antwoord van TaxDome

Thank you for the review, Miata. Your feedback is valuable to us.

Our team is constantly working on new features, and updates. We also have a Feature Request Board for our paid subscribers where feature requests can be made, and requests other firms made can be upvoted. The requests with the most upvotes get prioritized.

If you have any questions or need assistance with anything please let us know.

Have a great day.

Krystopher
Totaalscore
  • Sector: Administratie
  • Bedrijfsgrootte: 2-10 werknemers
  • Dagelijks 1-5 maanden lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 10.0 /10

Embracing technology and taxdome

Beoordeeld op 30-8-2022

Its been great so far. Customer service is very helpful in getting all our client data pulled over,...

Its been great so far. Customer service is very helpful in getting all our client data pulled over, and showing us set up

Pluspunten

I really like this project manager software because its catered to a small tax preparation/accounting office. I am shrinking from using about 5 different apps, down to just my tax software and TaxDome (billing, document management, DocuSign). I am still new to TaxDome, but look forward to learning more about the various customizations that we can do.

Minpunten

My only hesitancy was that the gross revenue for the practice was accessible to all users, rather than just the admin account. I'm all for transparency, but that was one of the features I thought only works for sole owner offices.

Overwogen alternatieven

Canopy en Karbon

Redenen om voor TaxDome te kiezen

Customized to Accountants and had other services like signing abilities, client portals, and invoicing.

Overgestapt van

monday.com

Redenen om over te stappen op TaxDome

Unlimited features

Antwoord van TaxDome

Thank you, Krystopher. Your feedback is valuable to us.

It is great to hear that you are happy with TaxDome.
As for the revenue, while admins can see the total revenue, team members can see only their own statistics on the invoices assigned to them. They won't see the gross revenue. You can have a look here for this: https://help.taxdome.com/article/103-using-your-dashboard#1

If you have any further questions, or need assistance with anything, please let us know. We will be happy to assist you.

Have a great day.

5 van 2.319 worden weergegeven Lees alle reviews

TaxDome - Veelgestelde vragen

Hieronder zie je enkele veelgestelde vragen over TaxDome.

TaxDome kent de volgende prijsmodellen:

  • Vanaf: € 50,00/maand
  • Prijsmodel: Abonnement
  • Gratis proef: Beschikbaar

TaxDome offers a 14-day free trial for new users, after which the software is available Lite plan - at $25 per month billed annually. Pro plan - at $50 per month per user billed annually. A $75 per month per user - additional monthly subscription for seasonal staff.

TaxDome heeft de volgende typische klanten:

Zelfstandig ondernemer, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000

TaxDome ondersteunt de volgende talen:

Deens, Duits, Engels, Fins, Frans, Italiaans, Nederlands, Portugees (Brazilië), Spaans, Zweeds

TaxDome ondersteunt de volgende apparaten:

Android (mobiel), iPhone (mobiel), iPad (mobiel)

TaxDome kan worden geïntegreerd met de volgende toepassingen:

AcuityCRM, Calendly, Gmail, Microsoft Outlook, Quickbooks Online, Schedulista, Stripe, TaxAct Business, TaxAct Professional, Zapier

TaxDome biedt de volgende ondersteuningsopties:

E-mail/helpdesk, Veelgestelde vragen/forum, Kennisbank, Telefonische ondersteuning, Chatten

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